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Capital Performance Advisors’s Evertec EVTC Stock Holding History

Capital Performance Advisors’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$136 – 986
2024
Q3 		$136 Buy
+4
New +$133 ﹤0.01% 2644

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American Century Companies
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Kayne Anderson Rudnick Investment Management
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State Street
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Victory Capital Management
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RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's EVTC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Evertec (EVTC) in Q4 2024, closing a stake of 4 shares — an estimated $136 sold.

Capital Performance Advisors first reported a position in EVTC in Q3 2024 and held it in 1 quarter. The position peaked at $136 in Q3 2024. 246 funds tracked by Wall St. Rank hold EVTC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Evertec position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 Evertec shares in Q4 2024, an estimated $136.
  • Capital Performance Advisors first reported a position in Evertec in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Evertec position peaked at $136 in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Evertec as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.